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Life Journey Series - Downsizing

26/9/2019

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The chickens have flown the coop. You are at a point in your life where you have more room around you than you can handle. The nest is feeling a lot larger than you once remember.
 
Uhuh, that is right - you are ready to downsize.

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Life Journey Series - Paying for Private School Fees

20/9/2019

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Kids, they are like having a little broke best friend who thinks you’re rich. They are always getting you to pay for everything, never paying you back, constantly trashing the house and when you say no, they just look at you with either sad puppy eyes or with the hatred and burning intensity of a thousand suns. Either way, you’ll probably cave. You give them life, constant love, pay for all their stuff and just hope they don’t roll you into a nursing home at the first possible chance. No matter what happens though, we always want the best for our kids and hope they succeed in life.
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A tried and tested way to help them succeed is to make sure they get a good education. 

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Life Journey Series – Finance Talk for the Wedding Bells

9/9/2019

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​Ahhh your wedding day. The biggest day of your life. Let us paint the picture, shall we?
You and your partner are standing face to face, gazing into each other’s glistening eyes, hands entwined with your diamond and gold wedding rings catching the summer sunlight.
“I now pronounce you husband and wife”.
You kiss for the first time as a married couple, the orchestra starts playing, a thousand and one white doves are released behind the altar. You turn to face the hundreds upon hundreds of guests. You begin down the red carpet as your adoring guests throw dozens of roses at your feet. Your glamorous Rolls Royce awaits to take you to the fairy tale castle for the reception.
“Wait, Rolls Royce? fairy tale castle?” Yup, that’s right, you’re dreaming!

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Life Journey Series – Moving Out of Home

9/9/2019

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​Today is the day. It has finally come. You are ready to spread your wings and fly the nest. Firstly – congrats!
You’ll prove to yourself, your parents and your annoying siblings that yes, you can make it on your own and no, you don’t need anyone to do your laundry. It’s time to take #adultlife on the chin and to move out. 

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  • Home
  • About Us
    • Our Team
  • Services
    • Foundations of Wealth
    • Strategic Growth
    • Business Owners
  • Insights
  • Connect
    • New Client Information
  • Client Links
    • Wealth Portal